Wealth Management Loan Specialist

2 weeks ago

Sydney, New South Wales, Australia beBeeLoan Full time $180,000 - $240,000
About the Role

We're seeking an expert in wealth management to join our team. As a senior loan officer, you'll be responsible for managing complex loans and providing tailored solutions to high net worth clients.

Your primary duties will include:

  1. Managing client relationships and identifying new business opportunities
  2. Structuring and underwriting complex loans to meet client needs
  3. Collaborating with cross-functional teams to deliver bespoke financing solutions

You'll work closely with our global lending unit to drive growth in lending transactions and credit volumes. If you have a passion for wealth management and excellent analytical skills, we'd love to hear from you.

Key Qualifications

To be successful in this role, you'll need:

  • A university degree or equivalent experience
  • Strong knowledge of Lombard lending and mortgage lending in Australia
  • Several years' experience in structuring/underwriting complex loans
  • Excellent analytical and problem-solving skills
  • Outstanding communication and interpersonal skills

If you're a motivated and detail-oriented individual with a passion for wealth management, please submit your application.

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